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Showing posts with label Investing. Show all posts
Showing posts with label Investing. Show all posts

Friday, 17 January 2025

Investing Updates: Trump's Inauguration 2025: Tradition, Corporate Support, and Market Implications for the First 100 Days



BoltAI:

Donald Trump's inauguration as the 47th President of the United States is set for January 20, 2025, with investors closely monitoring its potential effects on financial markets. The inauguration ceremony will begin at 12:00 PM Eastern Time on the West Lawn of the U.S. Capitol, featuring the swearing-in of Vice President-elect JD Vance followed by President-elect Trump, who will deliver an inaugural address outlining his vision. Traditional events like the inaugural luncheon and parade will follow, concluding with celebratory balls across Washington, D.C.

Prominent tech companies, including Alphabet, Microsoft, Meta, and Amazon, have significantly contributed to the inaugural fund, which has reached over $200 million, indicating strong corporate support and interest in the new administration's anticipated policies.
Historically, the first 100 days of a presidency can affect stock market performance, with past administrations showing varied results: Obama's first 100 days saw a 7% gain in the S&P 500, Trump's in 2017 saw a 5.5% increase, and Biden's first 100 days witnessed over a 10% rise. While the initial phase of a presidency can set the market tone, numerous factors can influence performance, making it crucial for investors to stay diversified and informed about ongoing policy changes and economic conditions.

Opinion:

An interesting infographic. Can't go against the data. I think green is the way.

Wednesday, 15 January 2025

Investing Updates: Stock Investors Brace for Possibly the 'Most Important Inflation Reading in Recent Memory'


URL: https://www.moomoo.com/news/post/48098998/stock-investors-brace-for-possibly-the-most-important-inflation-reading?futusource=news_headline_topnews&src=51&level=3&global_content=%7B%22promote_content%22:%22mm:post:48098998%22,%22invite%22:103096561%7D&data_ticket=6e57d87b937d72d93b59ca3f6f5e9886&utm_medium=futu_niuniu_share&utm_content=web_share&utm_campaign=news&utm_term=48098998

Apple Intelligence:

Investors are closely watching the December consumer-price index (CPI) report, expecting it to show a slight increase in annual inflation to 2.9%. A higher-than-expected CPI could lead to increased Treasury yields, potentially impacting stock valuations and causing a reevaluation of the Fed’s interest rate plans. While a lower CPI might provide temporary relief, market participants are more concerned about potential upward pressure on inflation.

Monday, 13 January 2025

Investing Updates: JPMorgan Chase, UnitedHealth, TSMC, Goldman Sachs, and More Stocks to Watch This Week


URL
https://ttm.financial/news/2503739675?lang=en_US&edition=fundamental

Gemini Summarized:

This week, investors will focus on two key events:

  • Inflation Data:
    • Wednesday: Consumer Price Index (CPI) release.
    • Tuesday: Producer Price Index (PPI) release. These reports will provide crucial insights into the Federal Reserve's ongoing battle against inflation.
  • Earnings Season:
    • Several major banks (JPMorgan Chase, Goldman Sachs, Citigroup) will report earnings on Wednesday.
    • Other significant companies like Bank of America, Morgan Stanley, and Taiwan Semiconductor Manufacturing will follow on Thursday.

Other Economic Data:

  • Tuesday: National Federation of Independent Business (NFIB) Small Business Optimism Index.
  • Thursday: Retail Sales report.

This week will be crucial for investors as they assess the economic landscape and gauge the impact of these key events on the market.

Saturday, 11 January 2025

Investing Updates: Here's the Breakdown for US December Nonfarm Payrolls, in One Chart


URL
https://www.moomoo.com/community/feed/113804425691145?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113804425691145%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Gemini Summarized:

The US economy added 256,000 jobs in December 2024, exceeding market expectations. Key sectors like healthcare, government, and retail saw growth, while manufacturing declined. This follows a year of job growth, though at a slower pace than 2023. The strong jobs report negatively impacted stock futures.

Monday, 6 January 2025

Investing Updates: What to Expect in the Week Ahead (FOMC Minutes; Non-Farm Payrolls)


URL
https://www.moomoo.com/community/feed/113778721619973?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113778721619973%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=0&futusource=news_headline_list

Gemini Summarized:

The upcoming week in the US markets will be significant, particularly with two key events:

  • Non-Farm Payrolls Report (January 10th): Investors will closely watch this report for signs of economic strength. Expectations are for moderate job growth and a stable unemployment rate.
  • FOMC Meeting Minutes: These minutes will provide insights into the Federal Reserve's thinking behind their recent interest rate cut. The Fed is likely to emphasize caution and the need to closely monitor inflation and the impact of recent policy changes.

These events will likely cause some volatility in the stock market as investors assess their implications for the overall economic outlook and future interest rate moves.

Saturday, 4 January 2025

Investing Updates: Singapore to become Asia’s next crypto hub with 'risk-adjusted' regulation


URL
https://cointelegraph.com/news/singapore-crypto-licenses-web3-blockchain-leader

Gemini Summarized:

This is a document about Singapore's rise as a crypto hub. It discusses the country's crypto-friendly regulations and the doubling of licenses issued in 2024. Singapore's risk-adjusted approach to crypto regulation and ease of interaction with local banking partners are key factors in its success. The country is home to 1,600 blockchain patents, 2,433 industry-related jobs and 81 crypto exchanges. Singapore issued 13 MPI crypto licenses in 2024, more than twice as many as in 2023. These licenses may further solidify Singapore's status as a global blockchain leader.

Thursday, 2 January 2025

Investing Updates: ETFs could face obstacles in 2025 after bumper year

URLhttps://finance.yahoo.com/news/etfs-could-face-obstacles-2025-110511236.html

Gemini Summarized:

Key Takeaways:

  • Record Inflows: US ETFs experienced a record $1.1 trillion in inflows in 2024, nearly doubling the previous year's figures.
  • Driving Factors:
    • Bull market in the US.
    • Innovation in cryptocurrency and options-based ETFs.
    • Growing investor preference for ETFs over mutual funds.
  • 2025 Challenges:
    • Increased Competition: A crowded ETF market may lead to increased competition and closures of underperforming funds.
    • Navigating Innovation: Determining which new products will resonate with investors.
  • Continued Growth: Despite challenges, the ETF industry is expected to continue growing significantly in 2025.
    • New product launches, including spot bitcoin ETFs, are expected to continue.
    • Options-based strategies like buffered and defined outcome ETFs are gaining popularity.

In essence: While 2024 was a record year for US ETFs, the industry faces new challenges in 2025, including increased competition and the need to identify successful innovations. However, strong growth is still anticipated.

Tuesday, 31 December 2024

Investing Updates: January's Must-see Financial Events: CES 2025, Q4 Earnings Season, and Trump's Inauguration Day


URL
https://www.moomoo.com/community/feed/january-s-must-see-financial-events-ces-2025-q4-earnings-113744999284741

OpenAI Summarized:

January 2025 is set to be an exciting month for investors and observers. Key financial events include:

CES 2025 (Jan 7-10): The premier tech event begins with NVIDIA’s keynote on Jan 6, showcasing cutting-edge innovations from companies like Intel, AMD, and Samsung.

FOMC Minutes (Jan 8): Insights into the Fed’s December monetary policy decisions will be released.

Q4 Earnings Season (Jan 15): Major banks, including JPMorgan and Goldman Sachs, will report their earnings.

Trump’s Inauguration Day (Jan 20): Donald Trump will begin his second term, signing executive orders on border security and energy.

Monday, 30 December 2024

Investing Updates: New Year's Market Hours, Tesla Deliveries, Manufacturing and Housing Data: What to Watch This Week


URL
https://ttm.financial/news/2495364675?lang=en_US&edition=fundamental

Gemini Summarized:

This week is a holiday-shortened trading week with markets closed on Wednesday for New Year's Day.

Key Economic Data:

  • Housing Market:
    • Monday: Pending Home Sales Index for November (expected to increase year-over-year)
    • Tuesday: Case-Shiller Home Price Index for October (expected to show continued deceleration in growth)
    • Thursday: Construction Spending for November (expected to increase slightly)
  • Manufacturing:
    • Monday: Chicago Business Barometer (expected to increase)
    • Friday: Manufacturing PMI (expected to remain below 50, indicating contraction)

Other Important Events:

  • Tesla Deliveries: Expected on Thursday, with analysts forecasting around 511,000 units for the fourth quarter.
  • No major company earnings reports this week.

Sunday, 29 December 2024

Investing Updates: Wall Street’s Forecasts for 2025: S&P 500 May Jump Above 7,000 Points


URL
https://ttm.financial/news/1175058181?lang=en_US&edition=fundamental

Gemini Summarized:

Summary:
  • Consensus Bullish Outlook: Most major banks predict another strong year for the S&P 500 in 2025, with target prices ranging from 6,500 to 7,007.
  • Key Drivers:
    • Easing Monetary Policy: Lower interest rates are expected to boost stock valuations.
    • Strong Earnings Growth: Projections for double-digit earnings growth across sectors.
    • AI-Driven Growth: Increased investment in AI is seen as a significant driver.
    • Economic Recovery: Continued economic expansion and improving market breadth.
    • Political Factors: A more business-friendly environment under the new administration.
  • Investment Strategies:
    • Diversification: Banks recommend diversifying portfolios beyond Big Tech, focusing on sectors like financials, communications, and consumer staples.
    • Mid-Cap Growth: Favorable outlook for mid-sized growth companies.
    • Value Stocks: Some banks anticipate a resurgence of value stocks.
    • AI-Related Companies: Investing in companies that are leveraging AI technology.

Saturday, 28 December 2024

Investing Updates: SGX Weekly Review|Seatrium Jumps 7%; NIO and YZJ Shipbldg Gain 3%; SingPost Plunges 7%


URL: https://ttm.financial/news/1160317070?lang=en_US&edition=fundamental

Gemini Summarized:

The Singapore stock market rose this week, with the Straits Times Index (STI) up 1.4%.
  • Seatrium rose 7.3%
  • NIO rose 3.1%
  • YZJ Shipbldg rose 2.8%
  • Keppel rose 2.1%
  • Genting Singapore rose 2%
  • DBS rose 1.7%
  • SIA rose 1.3%

On the flip side, SingPost fell 7.1% and Singtel fell 0.6%.

Here are some other news from Singapore this week:

  • Singapore's core inflation eased more than expected in November, while headline inflation rose at a faster pace than the month prior.
  • Prime Minister and Minister for Finance Lawrence Wong will deliver Singapore’s Budget 2025 statement in Parliament on Feb 18.
  • Singapore Post fired CEO over mishandling whistleblower report.
  • Seatrium repurchased 1.0 million shares in the open market on Tuesday.
  • OCBC Plans S$7.5 Million Living-Cost Payout to Junior Staff.
  • Nio’s Onvo L60 Delivered 20,000 Units Three Months After the Launch.
  • Gojek, Tada, ComfortDelGro Zig Raising Platform Fees from Jan 1 to Cover Costs Arising from Upcoming Platform Workers Act.

Investing Updates: Which S-REITs "yielded" the best results in 2024?


URL
https://www.moomoo.com/community/feed/113722459553798?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113722459553798%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini Summarized:

The performance of S-REITs in 2024 was mixed. Large-cap, Singapore-focused REITs did well, while small and mid-cap REITs, especially those with overseas assets, underperformed.

Here are the top 10 S-REITs that achieved positive year-to-date gains in 2024:

  • Cromwell Reit EUR (CWBU.SG) with a 24% increase
  • Keppel DC Reit (AJBU.SG) at 19%
  • EliteUKREIT GBP (MXNU.SG) at 15%

Here are the top 10 S-REITs with the highest dividend yields in 2024:

  • Prime US ReitUSD (OXMU.SG) with a 14.37% yield
  • KepPacOakReitUSD (CMOU.SG) with a 12.38% yield
  • EliteUKREIT GBP (MXNU.SG) with a 10.34% yield

Investors looking for stable income may be interested in high dividend-yielding REITs, even if their share prices haven't grown much. However, it's important to stay alert to global economic changes and policy shifts, as they can increase market volatility.

Investing Updates: Singapore Market 2024 Recap | Which Dividend Monsters Witness the Biggest Surge?


URL
https://www.moomoo.com/community/feed/113724405841926?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113724405841926%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini Summarized:

Singapore's stock market performed well in 2024, despite global economic uncertainty. The Straits Times Index (STI) reached new highs, and dividend stocks were particularly attractive to investors seeking stable returns.

The three largest banks in Singapore - DBS, OCBC Bank, and UOB - all saw impressive stock price gains in 2024. DBS was the strongest performer, with a gain of over 52%. The bank also raised its dividend by 22%.

Singapore Airlines was another strong performer in 2024. The company's stock price increased significantly, and it became the highest dividend-yielding stock on the list. The airline's passenger volumes and cargo capacity both grew in 2024.

Friday, 27 December 2024

Investing Updates: Apple Poised to Become First $4 Trillion Company Amid Investor Optimism on Product Surge


URL
https://www.moomoo.com/community/feed/113719285579782?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113719285579782%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini summarized:

Apple's stock price has been on the rise recently, reaching a record high of $258. This has led to speculation that Apple could become the first company to reach a market valuation of $4 trillion.

Analysts are optimistic about Apple's future, citing factors such as strong holiday season sales for the iPhone 16 series, anticipation of a major iPhone upgrade cycle, and Apple's plans to pivot toward artificial intelligence, robotics, and smart homes.

However, there are also some concerns about Apple's stock price, such as its high price-to-earnings ratio and the potential for retaliatory tariffs from China.

Overall, the outlook for Apple is positive, but there are some risks to consider.

Tuesday, 24 December 2024

Investing Updates: Fed Outlook 2025: A More Hawkish Fed Committee May Spark More Dissent


URLhttps://www.moomoo.com/community/feed/113702193594374?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A113702193594374%22%2C%22invite%22%3A103096561%7D&is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Gemini summarized:

The Federal Reserve's recent meeting signaled a more cautious approach to interest rate cuts than previously anticipated, with a focus on combating persistent inflation.

Key takeaways:

  • Hawkish Stance: Powell's comments and the FOMC's projections suggest a slower pace of rate cuts, potentially with a pause in early 2025.
  • Dissent Potential: The 2025 FOMC panel will include more hawkish regional bank presidents, increasing the likelihood of dissenting votes.
  • Market Impact: Higher interest rates may compress stock valuations and limit the Fed's ability to stimulate the economy.
  • Investment Strategies: Investors should consider diversifying their portfolios, exploring undervalued stocks, and potentially seeking opportunities in international markets.

Monday, 23 December 2024

Investing Updates: Christmas Market Hours, Housing Data, and More: What to Know This Week


URL: https://ttm.financial/m/news/2493226767?lang=en_US&edition=fundamental

Gemini summarized:

This week is a relatively quiet one for investors with shortened trading hours on Christmas Eve and markets closed on Christmas Day.

Key Economic Data Releases:

  • Monday:
    • Consumer Confidence Index: Expected to increase slightly.
    • Durable Goods Orders: Expected to decline slightly overall, but increase excluding transportation.
    • Residential Sales: Expected to increase compared to October.
  • Thursday:
    • Initial Jobless Claims: Expected to remain at a relatively low level.

Important Notes:

  • Government Shutdown: If a government shutdown occurs, some economic data releases may be delayed or not released at all.
  • Earnings Season: Fourth-quarter earnings season begins on January 15th.

Market Closings:

  • Tuesday (Christmas Eve): Stock and bond markets close early.
  • Wednesday (Christmas Day): Markets are closed.

This summary provides a brief overview of the key events and data releases expected this week.

Friday, 20 December 2024

Investing Updates: Singapore 2024 Year Recap | Industrials Take the Lead, Financials Prop Up the Market

URLhttps://www.moomoo.com/community/feed/113684101332998?futusource=news_headline_topnews

Gemini summarized:

The Straits Times Index (STI) has performed exceptionally well in 2024, outperforming many other markets in the Asia-Pacific region. This strong performance is primarily driven by the high dividend yields, defensive characteristics of the market, and the robust performance of banks in a high-interest-rate environment.

Among the 11 major industries in Singapore, 7 sectors have experienced gains. The industrial sector has been the top performer, rising by 15.8% year-to-date. The energy and consumer staples sectors have also seen significant growth, with increases of 14.1% and 8.1%, respectively.

The financial sector, which carries the most weight in the market, has witnessed a 3.5% rise since the start of the year. Banks, in particular, have benefited from the high-interest-rate environment, allowing them to maintain high net interest margins. As long as interest rates remain elevated, banks are expected to continue to perform well.

Thursday, 19 December 2024

Investing Updates: Here's What Wall Street's Biggest Banks Predict For Fed Rate Cut in 2025


URLhttps://ttm.financial/news/1185406326?lang=en_US&edition=fundamental

Gemini summarized:

The Fed cut interest rates to 4.25%-4.5% and now forecasts two rate cuts in 2025, down from four in September. Goldman Sachs, Bank of America, and Wells Fargo predict three cuts in 2025, skipping January, while Morgan Stanley expects two 25-basis-point cuts. Fed Chair Powell emphasized a cautious approach following significant easing of monetary policy.

Monday, 16 December 2024

Investing Updates: The Final Fed Meeting, PCE, Nike Earnings, and More to Watch This Week

URLhttps://ttm.financial/news/2491229570?lang=en_US&edition=fundamental

Summary:

Key Economic Events and Earnings This Week

This week is packed with significant economic events and corporate earnings releases. Here are the highlights:

Federal Reserve Meeting:

  • Wednesday, December 18th
  • Expected rate cut of 0.25%

Other Central Bank Decisions:

  • Bank of England and Bank of Japan on Thursday, December 19th

Economic Data:

  • S&P Global PMI (Manufacturing and Services) on Monday, December 16th
  • Retail Sales on Tuesday, December 17th
  • Personal Consumption Expenditures (PCE) Price Index on Friday, December 20th

Notable Earnings Releases:

  • Wednesday, December 18th: Birkenstock, Lennar, Micron Technology
  • Thursday, December 19th: Accenture, Cintas, FedEx, Nike

Keep an eye on these events as they could significantly impact market movements.

Saturday, 14 December 2024

Investing Updates: 2024 Sees ETF Inflows Surpass $1 Trillion, Extending Record Year

URLhttps://www.moomoo.com/community/feed/113644963299341?is_recommendation=0&is_recommend_pos=1&futusource=news_headline_list

Summarized:

In 2024, the ETF industry reached a record high with over $1 trillion in inflows, surpassing the previous record of $920 billion set in 2021. This growth is attributed to a shift in investor preference from traditional mutual funds (which saw outflows) to ETFs.

The most popular ETF was the Vanguard S&P 500, attracting $100 billion. However, the fastest growing new ETF was the iShares Bitcoin Trust, reflecting growing interest in cryptocurrencies.

Looking ahead to 2025, Bitwise Asset Management predicts a "golden age of crypto" with continued growth in bitcoin ETFs due to factors like increased institutional investment and potential regulatory improvements.